Customized financial planning in Glendale, AZ
26 results found
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ASJ Insurance & Financial Services Inc.
● OpenASJ Insurance & Financial Services Inc. is a top-notch insurance agency located at 14050 North 83rd Avenue, Peoria, Arizona. We specialize in providing customized insurance solutions for auto, home, life, and business insurance needs. Our team serves clients in Chandler, Gilbert, Glendale, Mesa, Peoria, Phoenix, and Tempe, Arizona. At ASJ Insurance & Financial Services Inc., we understand that every individual and family has unique insurance requirements. That's why we offer personalized insurance plans to meet your specific needs. Whether you're looking for health insurance coverage with ASJ Health Insurance Covers or auto insurance plans tailored for your vehicle, we have you covered.
14050 N 83rd Ave UNIT 290, Peoria, AZ 85381, United States -
Edward Jones - Financial Advisor: Tyler E Boxwell
● OpenEdward Jones - Financial Advisor: Tyler E Boxwell is a reputable financial institution located at 18185 North 83rd Avenue in Glendale, Arizona, United States. Specializing in finance, this institution offers expert advice and personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Tyler E Boxwell is dedicated to helping clients navigate the complexities of investing and wealth management. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, the experienced team at this institution is committed to helping you secure a stable financial future.
18185 N 83rd Ave Suite 202D, Glendale, AZ 85308, United States -
Steve Johnston Financial Services
● OpenSteve Johnston Financial Services is a reputable finance institution located at 6630 North 47th Avenue in Glendale, Arizona. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and customized financial solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Steve Johnston Financial Services is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
6630 N 47th Ave #7, Glendale, AZ 85301, United States -
Edward Jones - Financial Advisor: Shannon L Simmons, CRPC™
● OpenEdward Jones - Financial Advisor Shannon L Simmons, CRPC™ is a trusted financial institution located at 7121 West Bell Road in Glendale, Arizona. As a Certified Retirement Planning Counselor, Shannon Simmons is dedicated to providing personalized financial advice and investment strategies to help clients achieve their long-term financial goals. With a focus on building lasting relationships and delivering top-notch customer service, Edward Jones is a go-to destination for individuals looking to secure their financial future. Contact Shannon Simmons today to start planning for a brighter tomorrow.
7121 W Bell Rd #110, Glendale, AZ 85308, United States -
SIMPLICITY GLENDALE
● OpenSimplicity Glendale is a finance institution located at 17235 North 75th Avenue in Glendale, Arizona, United States. Our approach to helping advisors succeed is based on custom strategies, proven processes, and simple execution. We understand the challenges faced by advisors in balancing their business and personal life, and we provide the solutions and resources needed for success. Thousands of advisors partner with us because we have the tools and expertise to help them achieve their goals. Our proprietary Key Results Area diagnostic tool helps identify areas for improvement in your business, and we provide a clear plan of action to help you reach your objectives.
17235 N 75th Ave Suite G150, Glendale, AZ 85308, United States -
The Bottom Line
● OpenThe Bottom Line is a professional accounting and finance institution located at 5424 West Myrtle Avenue in Glendale, Arizona, United States. They specialize in providing services such as Professional Income Tax, Bookkeeping, and Payroll Services. With a dedicated team that has experience representing clients in audits with various government agencies, including the IRS, AZDOR, Department of Labor, and Workers Comp, The Bottom Line is well-equipped to handle even the most complex financial situations.
5424 West Myrtle Ave, Glendale, AZ 85301, United States -
Farmers Insurance - Jacob La Grander
● OpenFarmers Insurance - Jacob La Grander is a trusted insurance agency located at 21448 North 75th Avenue in Glendale, Arizona. As a dedicated Farmers Insurance agent serving the Phoenix Valley and the entire state of Arizona, Jacob La Grander is committed to providing comprehensive coverage for auto, home, renters, and business insurance. With over 80 years of experience, Farmers Insurance has a proven track record of standing by their customers in times of need, such as in the event of a fire or other covered loss. In addition to traditional insurance products, Farmers Insurance - Jacob La Grander also offers life insurance and financial products to help you plan for the future and protect your loved ones. Whether you're a homeowner, renter, small business owner, or outdoor enthusiast, Jacob La Grander can customize an insurance package to meet your unique needs and budget.
21448 N 75th Ave #10, Glendale, AZ 85308, United States -
TJ Mazur & Associates
● OpenTJ Mazur & Associates is a health and insurance agency located at 7121 West Bell Road in Glendale, Arizona. Specializing in Auto, Homeowners, Life, Business, Health, and Medicare Insurance Solutions, our award-winning agency has a highly experienced staff of insurance professionals who are dedicated to providing personal service to our customers. Serving the Phoenix Metro area since 1983, we represent many top-rated insurance companies to offer a one-stop shopping experience for our clients. Our certifications and licenses include Property Casualty, Life, Health, and Medicare. Financial literacy is essential for small business owners, and we are here to help you navigate the fundamentals of budgeting and financial management. As April is Financial Literacy Month, now is the perfect time to learn more about how to manage your finances effectively.
7121 W Bell Rd suite 30-l, Glendale, AZ 85308, United States -
Guillermo Morales - State Farm Insurance Agent
● OpenGuillermo Morales - State Farm Insurance Agent is a reputable insurance agency located at 14763 Cactus Road, Surprise, Arizona. With additional offices in Glendale, this agency has been serving the community since 2011, offering a range of insurance services including auto, homeowners, life, and health insurance. The team at Guillermo Morales is dedicated to providing personalized and professional service to all customers in the Phoenix area. With a focus on relocation services, they are experts in helping new residents transfer their insurance policies when moving to Arizona. The agency also has a bilingual team ready to assist customers in both English and Spanish. With a total of 23 licensed individuals, Guillermo Morales - State Farm Insurance Agent is committed to helping customers protect their assets and plan for their financial future. Whether you need assistance with a new insurance policy or a claim, the team at Guillermo Morales is there to help. Visit their offices in Surprise and Glendale for prompt and professional service.
14763 Cactus Rd #108, Surprise, AZ 85379, United States -
Katherine Schmidt - State Farm Insurance Agent
● OpenKatherine Schmidt - State Farm Insurance Agent is an insurance agency located at 13331 West Indian School Road, Litchfield Park, Arizona, United States. Katherine Schmidt has been a part of the Arizona community for 27 years and takes pride in serving the residents of Litchfield Park, as well as those in Goodyear, Avondale, Buckeye, Peoria, Glendale, Laveen, Phoenix, and surrounding areas. With a background in real estate, Katherine and her team are dedicated to assisting individuals in Arizona with their auto insurance, home insurance, renters insurance, and life insurance needs. They offer free insurance quotes and are committed to helping clients effectively manage risks and achieve their dreams. In addition to insurance services, they also provide information on caregiver payment options, DIY auto maintenance, and financial products. State Farm VP Management Corp. is a separate entity that offers investment services. Customers can contact Katherine Schmidt's agency for assistance with insurance needs and financial planning.
13331 W Indian School Rd UNIT 201, Litchfield Park, AZ 85340, United States -
Farmers Insurance - Shane Powell
● OpenFarmers Insurance - Shane Powell is an insurance agency located at 3632 West Pinnacle Peak Road in Glendale, Arizona. As a local Farmers® agent, Shane Powell helps customers identify the insurance coverage that best fits their needs. With 39 years of knowledge and experience, Shane can assist with auto, home, renters, business insurance, and more. The office is conveniently located near Six Flags Hurricane Harbor, making it easy for customers to visit. Whether you need comprehensive coverage, collision coverage, or have questions about deductibles and medical payments, Shane Powell is available to provide personalized assistance. Farmers Insurance has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts. In addition to home and auto insurance, Shane can help with life insurance, renters insurance, business insurance, condo insurance, and recreational insurance. For added coverage, a Personal Umbrella insurance policy can provide protection for assets and future earnings. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other specific insurers are represented by Shane Powell. Securities are offered through Farmers Financial Solutions, LLC. Contact Shane Powell today for a personalized insurance plan to help secure your future.
3632 W Pinnacle Peak Rd Ste 105, Glendale, AZ 85310, United States -
Farmers Insurance - Denny Smith
● OpenFarmers Insurance - Denny Smith is an insurance agency located at 5350 West Bell Road, Glendale, Arizona, United States. As a local Farmers® agent in Glendale and Peoria, Denny Smith is dedicated to educating customers on insurance and finding the best coverage for their needs. With expertise in commercial insurance, life insurance, and financial services, Denny has 25 years of industry experience and served in the United States Army for nine years. Proudly serving the community of Glendale and the greater Phoenix area, Denny is available to answer any questions you may have. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, or recreational insurance, Farmers Insurance - Denny Smith can provide customized coverage options. Additionally, Denny can help you create a solid financial plan to reach your goals. Contact Denny Smith today to learn more about Farmers Insurance offerings and how they can protect your assets and future earnings.
5350 W Bell Rd Ste 105, Glendale, AZ 85308, United States -
Farmers Insurance - Adam Fratini
● OpenFarmers Insurance - Adam Fratini is a local insurance agency located at 7800 North 55th Avenue in Glendale, Arizona. The agency is run by Adam Fratini, a lifelong Arizona resident who is dedicated to providing exceptional customer service to the Glendale community and surrounding areas. With over 10 years of experience in the insurance industry, Adam and his team offer a wide range of insurance coverage options including auto, home, life, commercial, specialty insurance, and more. The office is conveniently located at the cross streets of 55th Ave and Northern, in the same parking lot as Wells Fargo Bank. Whether you need comprehensive coverage, collision coverage, or are unsure where to begin, the friendly and knowledgeable team at Farmers Insurance - Adam Fratini is here to help. Contact them today for a personalized insurance quote and to learn about available discounts to help you save money. From protecting your home to securing your future with life insurance, they have you covered. Additionally, the agency offers business, renters, condo, and recreational insurance options to meet all of your needs. Farmers Insurance - Adam Fratini is committed to helping you create a solid financial plan for a secure future. Contact them today to schedule an appointment and start building a personalized insurance package that fits your unique needs.
7800 N 55th Ave Ste 104, Glendale, AZ 85301, United States -
Farmers Insurance - William Bonamo
● OpenFarmers Insurance - William Bonamo is a trusted insurance agency located at 12630 North 103rd Avenue in Sun City, Arizona, United States. As a local Farmers® agent in Glendale, AZ, William Bonamo is dedicated to making his clients' lives easier by providing personalized insurance solutions. Whether you are in need of auto, home, renters, life, or business insurance, William is available to assist you at your convenience, including weekends. With over 80 years of experience, Farmers® has a proven track record of providing comprehensive insurance products to protect your most valuable assets. From car insurance to home insurance, William Bonamo can help you select the right coverage for your needs and budget. Additionally, Farmers® offers competitive rates with multi-line insurance discounts to help you save money.
12630 N 103rd Ave Ste 221, Sun City, AZ 85351, United States -
Farmers Insurance - Yvonne Ettinger
● OpenFarmers Insurance - Yvonne Ettinger is an insurance agency located at 18001 North 79th Avenue, Glendale, Arizona, United States. As your local Farmers® agent in Glendale, AZ, Yvonne Ettinger helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® provides a range of insurance products including auto, home, renters, business insurance, and more. Yvonne Ettinger offers personalized service to help you understand your coverage options and make informed decisions. Whether you need comprehensive coverage, collision coverage, or medical payments, Yvonne can assist you in selecting the right insurance plan for your needs and budget. Additionally, Farmers® offers multi-line insurance discounts to help you save money. Yvonne Ettinger also provides insurance options for life, renters, condo, and recreational vehicles. Whether you're looking to protect your personal belongings, business, or financial future, Yvonne can help you create a solid financial plan. Contact Yvonne Ettinger today for a Farmers Friendly Review and start securing your assets for the future.
18001 N 79th Ave a14, Glendale, AZ 85308, United States -
Farmers Insurance - Wayne Seyfert
● OpenFarmers Insurance - Wayne Seyfert is a trusted insurance agency located at 5127 West Thunderbird Road in Glendale, Arizona. Conveniently situated on the southwest corner of 51st Avenue and Thunderbird Road, Wayne Seyfert is your local Farmers® agent dedicated to helping you understand your insurance needs and providing customized solutions. Whether you require auto, home, life, business insurance, or financial solutions, Wayne will work tirelessly to tailor a plan that fits your unique requirements. With over 80 years of experience, Farmers® offers comprehensive coverage options and competitive rates. Contact Wayne Seyfert today for a personalized insurance quote and secure a solid financial plan for the future.
5127 W Thunderbird Rd, Glendale, AZ 85306, United States -
Farmers Insurance - Tyler Bergstrom
● OpenFarmers Insurance - Tyler Bergstrom is an insurance agency located at 7075 West Bell Road in Glendale, Arizona, United States. As a local Farmers® agent, Tyler Bergstrom helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Tyler provides personalized and straightforward assistance to make customers smarter about insurance. With over 80 years of experience, Farmers® offers competitive rates and multi-line insurance discounts to help customers save money. Tyler also offers life insurance policies to provide financial support for loved ones, renters insurance to protect personal belongings, and business insurance tailored to reduce risk and protect investments. Additionally, Tyler offers coverage options for motorcycles, boats, ATVs, and other recreational vehicles. For those looking to build a solid financial plan, Tyler can provide professional guidance and expertise. Customers can also inquire about Personal Umbrella insurance for added protection. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliates underwrite the insurance policies offered by Tyler Bergstrom. Life insurance is issued by Farmers New World Life Insurance Company, and securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its insurance products, and not all products may be available in every state. Contact Tyler Bergstrom for more information and to get started on your insurance needs.
7075 W Bell Rd Ste 10, Glendale, AZ 85308, United States -
Farmers Insurance - Johnathon McCurry
● OpenFarmers Insurance - Johnathon McCurry is a local insurance agency located at 18205 North 51st Avenue in Glendale, Arizona, United States. As your Farmers® agent, Johnathon McCurry helps customers identify insurance coverage that best fits their needs. Whether you need auto, home, life, business insurance, and more, Johnathon has the knowledge and experience to help you understand your options. You can stop by the office, conveniently located across from Deer Valley High School, or give Johnathon a call with any questions you may have. From comprehensive coverage to deductibles and discounts, Johnathon can help make the insurance process easier for you. With over 80 years of experience, Farmers® has been a trusted insurance provider, offering competitive rates and multi-line insurance discounts. Whether you need coverage for your home, life changes, renters insurance, small business, or recreational activities, Johnathon can customize a plan to meet your needs. Additionally, Farmers Insurance and Financial Services can help you build a solid financial plan for a secure future. For added protection, consider a Personal Umbrella insurance policy. Contact Johnathon McCurry at Farmers Insurance for expert advice and personalized service.
18205 N 51st Ave STE 121, Glendale, AZ 85308, United States -
Farmers Insurance - Jeanie Zaporowski
● OpenAt Farmers Insurance - Jeanie Zaporowski in Glendale, Arizona, you can expect top-notch customer service from an agent who has been a part of the local community since 1991. With a deep understanding of the insurance coverage needed by clients, Jeanie is dedicated to educating customers and providing peace of mind for families and businesses. From life and auto insurance to home and business coverage, Farmers Insurance offers a wide range of products to meet your needs. Whether you're looking for comprehensive coverage, collision insurance, or medical payments, Jeanie can help guide you through the process. With over 80 years of experience, Farmers Insurance is a reliable choice for protecting your most valuable possessions. Whether you need renters insurance, condo insurance, or coverage for your outdoor adventures, Farmers Insurance has you covered. Contact Jeanie Zaporowski today to discuss your insurance needs and start building a secure financial plan for the future.
6685 W Beardsley Rd Ste 275, Glendale, AZ 85308, United States -
Insurance By Bliss
● OpenInsurance By Bliss is a local Farmers® agency located at 15410 North 67th Avenue in Glendale, Arizona. Our experienced agents are dedicated to helping customers find the insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. We offer personalized service to make sure you understand your options and can make informed decisions about your coverage. With over 80 years of experience, Farmers® has a proven track record of providing reliable insurance products to protect your most valuable assets. We offer competitive rates and discounts to help you save money on your insurance policies. Contact us today for a quote and let us help you create a plan to secure your financial future. From car insurance to life insurance, renters insurance to business insurance, we have you covered. Visit us or give us a call to get started on protecting what matters most to you.
15410 N 67th Ave Ste 10, Glendale, AZ 85306, United States -
Farmers Insurance - Brigham Tenney
● OpenFarmers Insurance - Brigham Tenney is an insurance agency located at 18275 North 59th Avenue, Glendale, Arizona, United States. As a local Farmers® agent in Glendale, AZ, Brigham Tenney helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of insurance products including auto, home, renters, business insurance, and more. Brigham, being a native to Arizona, takes pride in being involved in the community and helping customers protect what matters most to them and their loved ones. Whether you need comprehensive coverage, collision coverage, or medical payments, Brigham Tenney can help you navigate the insurance process and find the right coverage for your budget. Additionally, Farmers Insurance offers competitive rates with multi-line insurance discounts. Brigham Tenney also specializes in life insurance, renters insurance, condo insurance, and business insurance. With flexible coverage options for recreational vehicles such as motorcycles, boats, ATVs, and more, Farmers Insurance can provide peace of mind for all your outdoor adventures. As a Farmers Insurance and Financial Services agent, Brigham Tenney can help you build a solid financial plan for a secure future. For added protection, Farmers Insurance also offers Personal Umbrella insurance policies. Contact Brigham Tenney at Farmers Insurance - Brigham Tenney for personalized insurance solutions tailored to your needs.
18275 N 59th Ave Bldg J-158, Glendale, AZ 85308, United States -
Clark Sanchez - State Farm Insurance Agent
● OpenClark Sanchez - State Farm Insurance Agent is an insurance agency located at 1555 East Glendale Avenue in Phoenix, Arizona. Our office is open on Mondays, Wednesdays, and selected Fridays for unscheduled drop-ins, and we are available remotely on Tuesdays and Thursdays. With over 43 years of experience as a State Farm Agent, we are dedicated to helping people when things don't go right. Our team has a combined insurance experience of over 100 years and we have been recognized multiple times for being among the top 50 agents in State Farm. We take pride in understanding the special needs of Canadian "Snowbirds" and investors, serving over 500 Canadian customers.
1555 E Glendale Ave, Phoenix, AZ 85020, United States -
Carson Wealth
● OpenCarson Wealth is a finance institution located at 4800 North Scottsdale Road, Scottsdale, Arizona, United States. Our mission is to make the complex simple and help individuals define and find their financial freedom with highly customized wealth strategies. We provide top-notch service tailored to the unique needs of our clients in Scottsdale, Phoenix, Chandler, Paradise Valley, Gilbert, Mesa, Surprise, Goodyear, Peoria, Carefree, Cave Creek, Glendale, Queen Creek, Apache Junction, Sun Lakes, Sun City, and Sun City West. Our services include financial planning, investment planning, tax planning, insurance, Medicare, estate planning, retirement planning, and legacy planning. We work closely with a trusted network of experienced business partners to provide comprehensive financial solutions. Our location in Scottsdale offers a beautiful view of Camelback Mountain, making it convenient for clients to visit while enjoying the many activities Scottsdale has to offer. Our team of professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of wealth management. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are offered through CWM, LLC, an SEC Registered Investment Advisor. Please consult legal or tax professionals for specific advice regarding your individual situation. Our awards and recognitions, such as Forbes Best-in-State Wealth Advisor and InvestmentNews Icons & Innovators, reflect our commitment to excellence in the financial industry. Visit our website for more information about our services and advisors.
4800 N Scottsdale Rd #1900, Scottsdale, AZ 85251, United States -
London Bridge Group
● OpenThe London Bridge Group, located at 8751 North 51st Avenue in Glendale, Arizona, offers accounting and finance services. Established in 1989, our experienced team is dedicated to meeting the evolving needs of our clients. Whether you need assistance with financial planning or short/long term coaching, we are here to help. To ensure a smooth process, please bring all necessary forms and documentation to your scheduled appointment. New customers are requested to provide a copy of their prior year income tax return for review. Trust the London Bridge Group family team for all your financial needs.
8751 N 51st Ave suite 109-e, Glendale, AZ 85302, United States -
The Tax Office, Inc.
● OpenThe Tax Office, Inc. is a tax and accounting firm located at 6033 West Bell Road in Glendale, Arizona, United States. Our 2023 off-season hours are Monday to Thursday from 8:00 AM to 4:00 PM, with a lunch break from noon to 1:00 PM. We are closed on Fridays, Saturdays, and Sundays. During the 2023 holiday season, we will be closed for Thanksgiving from November 22 to November 26, for floor replacement on November 27-28, and for Christmas and New Year celebrations from December 22, 2023, to January 1, 2024. For the 2024 tax season, our hours of operation are Monday to Friday from 8:00 AM to 5:00 PM, with Saturdays available by appointment only. We will be closed on April 16, 2024. Our 2024 off-season hours, beginning on April 17, 2024, are Monday to Thursday from 8:00 AM to 4:00 PM, with a lunch break from noon to 1:00 PM. We are closed on Fridays, Saturdays, and Sundays.
6033 W Bell Rd # K, Glendale, AZ 85308, United States -
New Republic Insurance & Tax
● OpenNew Republic Insurance & Tax is a leading finance and insurance agency located at 5070 West Bethany Home Road in Glendale, Arizona. We provide a wide range of services including insurance coverage, tax preparation, and financial planning to meet the diverse needs of our clients. Our experienced team of professionals is dedicated to providing personalized solutions and excellent customer service. Whether you are looking for insurance protection or assistance with tax filing, New Republic Insurance & Tax is here to help you navigate the complexities of the financial world. Visit us today to learn more about how we can assist you in achieving your financial goals.
5070 W Bethany Home Rd # 5, Glendale, AZ 85301, United States
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